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Vanguard Dividend Appreciation ETF

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MRC
1701
Millburn Ridgefield Corp
New York
$36K +$20K +130 +125%
CP
1702
Castleview Partners
Texas
$35.7K
JWM
1703
Janiczek Wealth Management
Colorado
$35.1K -$24.3K -156 -41%
EWM
1704
Endurance Wealth Management
Rhode Island
$35K
ME
1705
McIlrath & Eck
Washington
$33.9K
FWA
1706
FSC Wealth Advisors
New York
$33.1K
BHWM
1707
Beaird Harris Wealth Management
Texas
$32.2K -$1.08K -7 -3%
BAM
1708
Byrne Asset Management
New Jersey
$32K +$32K +209 New
GGI
1709
Godsey & Gibb Inc
Virginia
$30.6K
EWM
1710
Evermay Wealth Management
Virginia
$30.3K -$33.1K -215 -52%
CWM
1711
Cedar Wealth Management
California
$30.2K -$211K -1,368 -87%
GIA
1712
GHP Investment Advisors
Colorado
$29K -$162K -1,053 -85%
WP
1713
WealthPLAN Partners
Nebraska
$27K +$27K +175 New
CIA
1714
Cascade Investment Advisors
Oregon
$27K +$27K +175 New
RCM
1715
Rain Capital Management
Oregon
$25.3K +$154 +1 +0.6%
JFG
1716
JDM Financial Group
Texas
$25.3K -$7.55K -49 -23%
WWP
1717
WR Wealth Planners
Missouri
$25K -$14.2K -92 -36%
MIA
1718
Milestone Investment Advisors
Wisconsin
$25K
BSB
1719
Bangor Savings Bank
Maine
$24K
FMP
1720
Financial Management Professionals
Texas
$24K +$24K +153 New
VF
1721
VitalStone Financial
Texas
$23K +$13.5K +80 +143%
AFS
1722
Annapolis Financial Services
Maryland
$22.1K
YDMI
1723
Y.D. More Investments
Israel
$20.9K +$20.9K +136 New
CMA
1724
Cedar Mountain Advisors
Oregon
$20.5K
IHWM
1725
Iron Horse Wealth Management
Iowa
$18.5K +$18.5K +120 New